Heartwood Wealth Advisors LLC Spdr S&P Kensho New Economies Call Options Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding KOMP

# of Institutions

140

Shares Held

38.7M

Call Options Held

27K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.9M
Shares

$1.8 Billion
3.48% of portfolio
Betterment LLC New York, NY

1.58M
Shares

$84 Million
0.19% of portfolio
Strategic Advocates LLC Logan, UT

496K
Shares

$26.3 Million
8.76% of portfolio
Horizon Investments, LLC Charlotte, NC

220K
Shares

$11.7 Million
0.23% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.5 Million
0.0% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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